Senior Tax Preparer

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Take charge of the pre-tax preparation process.

• Assess incoming tax documents.

• Systematize client files.

• Create tax workpapers.

• Input data into CCH Axcess Tax.

• Collaborate with bookkeepers based in the Philippines.

• Oversee fixed asset management.

• Guarantee that all supporting schedules are complete, accurate, and prepared for U.S. CPA review.

• Prepare 1120S and 1065 returns from start to finish.

⛳️ Requirements

• A minimum of 5 years of experience in U.S. tax preparation.

• CPA license is highly preferred (not mandatory).

• Practical experience with CCH Axcess Tax, CCH Fixed Assets, SmartVault, Karbon or other practice management systems, as well as QuickBooks Online and/or Xero.

• Comprehensive understanding of financial statements and reconciliations.

• Strong grasp of tax workpaper structure and documentation standards.

• In-depth knowledge of fixed asset accounting and depreciation schedules.

• Familiarity with 1099 reporting and tangible asset filings.

• Exceptional written and verbal communication skills in English.

• Dependable internet connection and a quiet, professional workspace.

• High attention to detail, ownership mindset, and accountability.

• Ability to work autonomously with minimal supervision.

• Experience collaborating directly with U.S. CPAs or tax managers (preferred).

• Knowledge of U.S. payroll and benefits platforms such as Gusto and ADP (preferred).

• Experience in Excel-based financial modeling for tax planning or cash flow analysis (preferred).

• Proven experience in preparing 1120S or 1065 returns from beginning to end.

• Confidence in utilizing CCH Axcess and preparing tax workpapers.

• Confidence in reviewing financial statements and conducting tie-outs.

• A minimum of 2 years of team management experience.

• At least 3 years of experience in U.S. tax preparation.

• A minimum of 3 years of experience with QuickBooks.

🏝️ Benefits

• Fully remote work arrangement.

• Paid holidays in the Philippines.

• Long-term, stable employment with opportunities for growth.

• A supportive U.S.-based firm with well-defined systems, processes, and expectations.